Remote Part-Time Financial Services Admin

The Mom Project; College Station (TX); On-site; USD 34,000 - 48,000; Part time

Job summary

The Mom Project is seeking a detail-oriented Administrative Assistant to support a Financial Advisor in a remote, part-time capacity. This role involves handling confidential client information and interfacing directly with clients in a financial services setting.

Ideal candidates have prior experience in financial services, familiarity with FinTech tools, and strong Microsoft Office skills. The position begins as 12 hrs/week with growth to 20 hrs/week, paying $25–$35 per hour on an ongoing

Qualifications

• Prior experience in the financial services industry is required.
• Familiarity with FinTech applications and software used in financial services.
• Experience with Microsoft Office/Microsoft 365 products.
• Familiarity with Wealthbox, Orion, or similar applications is preferred.
• Willingness to learn new technology and adapt to tools used by the team.
• Strong organizational and communication skills, with attention to detail.

Responsibilities

• Provide administrative support to the Financial Advisor.
• Interact professionally with clients and assist with questions and needs.
• Support day-to-day administrative activities and client service functions.
• Maintain accurate and organized client records and documentation.
• Handle confidential client information with discretion.
• Assist with projects and other administrative tasks as needed.
• Utilize financial technology and office software to support daily operations.

Skills

Financial services experience

FinTech software

Microsoft 365

Wealthbox/Orion

Client communication

Independent work

Tools

Wealthbox

Orion

Job description

The Mom Project is seeking a detail-oriented Administrative Assistant to support a Financial Advisor in a remote, part-time capacity. This role involves handling confidential client information and interfacing directly with clients in a financial services setting.

Ideal candidates have prior experience in financial services, familiarity with FinTech tools, and strong Microsoft Office skills. The position begins as 12 hrs/week with growth to 20 hrs/week, paying $25–$35 per hour on an ongoing